Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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17
Number of overlapping holdings
45.9%
% of RNRG's 37 holdings also in PBD
16.5%
% of PBD's 104 holdings also in RNRG
Overlap by Weight
Sector Drift (RNRG minus PBD)
Overlapping Holdings
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| Company | Weight in RNRG |
Weight in PBD |
Overlap | |
|---|---|---|---|---|
 |
INNERGEX RENEWABLE ENERGY | 2.1% | 1.8% | 1.8% |
|
BORALEX INC -CL 'A' | 2.3% | 1.1% | 1.1% |
 |
SCATEC ASA | 1.4% | 1.1% | 1.1% |
 |
ORMAT TECHNOLOGIES INC | 4.8% | 1.1% | 1.1% |
 |
DONG ENERGY A/S | 8.2% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
RNRG Overweight Relative to PBD
 |
CENTRAIS ELETRICAS BRASILIER | 7.9% |
|
DONG ENERGY A/S | 7.1% |
 |
MERIDIAN ENERGY LTD | 6.4% |
|
ENGIE BRASIL ENERGIA S.A. | 5.6% |
 |
EDP RENOVAVEIS SA | 5.3% |
|
BROOKFIELD RENEWABLE PARTNERS LP | 5.2% |
 |
VERBUND AG | 5.2% |
|
CONTACT ENERGY LTD | 4.6% |
|
NORTHLAND POWER INC | 4.0% |
|
ORMAT TECHNOLOGIES INC | 3.7% |
RNRG Underweight Relative to PBD
 |
SINO-AMERICAN SILICON PRODUC | -1.8% |
 |
YADEA GROUP HOLDINGS LTD. | -1.3% |
 |
NORDEX AG | -1.3% |
 |
ELIA SYSTEM OPERATOR SA/NV | -1.2% |
|
SMA SOLAR TECHNOLOGY AG | -1.2% |
 |
XPENG, INC. ADR SPONSORED CLASS A | -1.2% |
 |
SPIE SA | -1.2% |
|
NFI GROUP INC. | -1.1% |
 |
KINGSPAN GROUP PLC | -1.1% |
|
ACCIONA SA | -1.1% |